38 episodes

The podcast that answers your questions on estate planning and interviews industry experts who share tips. Harry's law firm Margolis & Bloom works with its clients to find the best estate planning or elder law solution for each client's unique situation and goals.

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    • Business
    • 4.4 • 9 Ratings

The podcast that answers your questions on estate planning and interviews industry experts who share tips. Harry's law firm Margolis & Bloom works with its clients to find the best estate planning or elder law solution for each client's unique situation and goals.

    Dr. Dorian Mintzer on Handling Retirement

    Dr. Dorian Mintzer on Handling Retirement

    Harry talks with Retirement Coach and Retirement Speaker Dorian Mintzer on how to manage retirement.
    More on Dr. Mintzer here: https://revolutionizeretirement.com/
    Produce your own podcast at www.pod617.com

    • 24 min
    Dr. Dorian Mintzer on When To Retire

    Dr. Dorian Mintzer on When To Retire

    Harry talks with Retirement Coach and Retirement Speaker Dorian Mintzer on deciding when toi retire.
    More on Dr. Mintzer here: https://revolutionizeretirement.com/
    Produce your own podcast at www.pod617.com

    • 25 min
    Special Needs Trusts After the Secure Act.

    Special Needs Trusts After the Secure Act.

    Harry talks with his colleague Laura Goodman about retirement plans payable to special needs trusts after the Secure Act.

    • 14 min
    What Does Divorce Mean for Your Financial Planning?

    What Does Divorce Mean for Your Financial Planning?

    Harry continues his talk with financial planner Gabrielle Clemens about the intersection of financial planning and divorce. More on Gabrielle: https://us.rbcwealthmanagement.com/clemenswmg/about-our-team

    • 19 min
    Understanding Divorce and Financial Planning

    Understanding Divorce and Financial Planning

    Harry talks with financial planner Gabrielle Clemens about the intersection of financial planning and divorce. More on Gabrielle: https://us.rbcwealthmanagement.com/clemenswmg/about-our-team

    • 22 min
    Estate Planning During a Pandemic

    Estate Planning During a Pandemic

    Harry is joined by his colleague Laura Goodman to discuss estate planning in the age of the coronavirus. 
    More on Laura: http://www.margolis.com/laura-goodman
    A production of The Boston Podcast Network. Interested in your own podcast? Visit www.pod617.com

    • 14 min

Customer Reviews

4.4 out of 5
9 Ratings

9 Ratings

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